Internal Sales Desk Council

COUNCIL

 

abrdn
Steven Dunn
Head of Exchange Traded Funds

 

American Century Investments
Susie Morris
Vice President, Sales Manager and Co-Head of Internal Sales

 

AMG
Nate Newhall
Senior Internal Investment Consultant

 
 

Amundi US
Dan Clark
Senior Vice President, Head of Inside Sales and Data Analytics

 

Artisan Partners
Karla Horn
Director, Intermediary Services

 

BNY
Kaitlyn Baldeo
Assistant Internal Sales Desk Manager

 
 

Calamos Investments
Taha Baggia
Vice President, Director of Sales

 

Columbia Threadneedle Investments
Greg Sellers
Broker

 

Diamond Hill Capital Management
Colin Prescott
Managing Director

 
 

Dodge & Cox
Steven Gorski
Managing Director

 

Federated Hermes
Scott Vallina
Vice President, Director, Client Engagement Center

 

Fenimore Asset Management
Jonathan Moran
Vice President

 
 

Fidelity Investments
Derek Wallen
Senior Vice President, Head of Internal Sales

 

Franklin Templeton Investments
Bill Jacobs
Head of Internal Sales for US Wealth Management

 

FS Investments
Meredith Hesdon
Head of Internal Sales

 
 

Goldman Sachs Asset Management
Galen Wagnaar
Director of Internal Sales

 

Invesco
Andrew Phillips
WMI Head of Internal Sales & Learning and Development

 

Janus Henderson Investors
Beau Bokelman
Head of Internal Sales

 
 

John Hancock Investments
Joel White
Head of Internal Sales

 

Macquarie Asset Management
Alison Simpson
Senior Vice President, Head of Internal Sales

 

MFS Investment Management
Daryl Tracey
Sales Desk Manager

 
 

Nationwide
Jeffrey Swearingen
Assistant Vice President, Internal Sales

 

Natixis Investment Managers
Jennifer Round
Senior Vice President, Sales

 

Nuveen
Vica Fisher
Head of Internal Sales

 
 

Polen Capital
Dan McLennon
Head of Internal Sales

 

Principal Asset Management
Chris Jorgensen
Director, National Sales

 

RBC Global Asset Management
Emily Rask
Digital Marketing Strategist

 
 

T. Rowe Price
Matt Pisanelli
Head of Integrated Sales – US Intermediaries

 

Thornburg Investment Management
Lucy Candal
Head of Internal Sales, Content, Client Service

 

Thrivent Mutual Funds
Dan Chouanard
Vice President of Mutual Funds,
Head of Intermediary & Institutional Sales

 
 

Wasatch Global Investors
Travis Tucker
Senior Client Relations and Marketing Analyst

 

William Blair Funds
Seema Outarsingh
Investment Management

   
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